| 8070 |
北城證券研發部提供 非經同意不得轉載 本刊內容僅供參考 投資人應謹慎考量投資風險 本公司不負任何法律責任 |
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| 8070 長華* |
實收資本額 |
726 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2007/12/31 |
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| 發 言
人 |
陳明軒 |
電 話 |
07-3622663 |
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| 地 址 |
高雄市楠梓區東七街16號6樓 |
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| 產 業
別 |
電子上游-IC-導線架 |
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| 主要產品 |
半導體封裝材料之銷售、封裝機器設備之買賣與安裝、提供封裝技術服務 |
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| 2026/6/4 股價 |
65.30 |
法人買賣超合計(近一日) |
買超 335.325 張 |
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| 2026/6/4
漲跌 |
5.30
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法人買賣超合計(近一週) |
賣超 -4938.17 張 |
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| 2026/6/4
漲跌幅 |
8.83
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法人買賣超合計(近一月) |
賣超 -2187.56 張 |
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| 券 資 比 |
0.43
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投信連14賣 |
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| 股利年度 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
扣抵率(%) |
殖利率 |
股利殖利率 |
現金殖利率 |
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| 2025 |
2026/05/28 |
2.71 |
0.00 |
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2026/06/17 |
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4.15% |
0% |
4.15% |
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| 2024 |
2025/05/29 |
2.70 |
0.00 |
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2025/06/19 |
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4.13% |
0% |
4.13% |
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| 2023 |
2024/05/31 |
2.50 |
0.00 |
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2024/06/24 |
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3.83% |
0% |
3.83% |
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| 2022 |
2023/06/12 |
2.53 |
0.00 |
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2023/06/15 |
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3.87% |
0% |
3.87% |
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| 機構估稅後EPS |
0.21 |
K(9) |
91.02 |
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技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
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| 淨值(元) |
25.14 |
D(9) |
82.84 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
310.95 |
周K(9) |
75.45 |
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1.6 |
1.6 |
1.2 |
2 |
1 |
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| 股價淨值比 |
2.60 |
周D(9) |
66.64 |
綜合評分: |
7.4 |
建議: |
列入追踪 |
目標價: |
75.1 |
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| 月線乖離率 |
32.61 |
季線乖離率 |
39.13 |
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2026/5/8 |
2026/5/15 |
2026/5/22 |
2026/5/29 |
2026/6/4 |
20*PE |
4.13 |
3*PB |
73.10 |
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| 股價 |
48.20 |
45.15 |
44.90 |
52.50 |
65.30 |
15*PE |
3.10 |
2*PB |
48.73 |
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| 成交量(千股) |
18,115 |
13,222 |
17,990 |
46,900 |
123,471 |
10*PE |
2.07 |
1*PB |
24.37 |
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| 資餘 |
5,951 |
5,258 |
5,142 |
6,398 |
13,165 |
5*PE |
1.03 |
0.5*PB |
12.18 |
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| 券餘 |
16 |
1,011 |
61 |
66 |
56 |
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| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
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| 營業收入淨額(千) |
5,422,396
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5,110,699
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4,990,147
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4,747,063
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4,503,871
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4,491,950
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4,465,629
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4,254,691
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| 營業成本(千) |
4,418,338
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4,182,829
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4,025,664
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3,912,877
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3,653,396
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3,602,390
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3,456,396
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3,375,607
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| 營業毛利(千) |
1,004,058
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927,870
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964,483
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834,186
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850,475
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889,560
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1,009,233
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879,084
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| 營業費用(千) |
346,328
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366,131
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391,108
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307,127
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354,952
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418,314
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429,400
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392,820
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| 營業利益(千) |
657,730
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561,739
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573,375
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527,059
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495,523
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471,246
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579,833
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486,264
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| 營業外收入及支出(千) |
92,927
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-518,167 |
459,776
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-395,842 |
179,939
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256,989
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181,222
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365,640
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| 稅前純益(千) |
750,657
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43,572
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1,033,151
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131,217
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675,462
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728,235
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761,055
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851,904
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| 所得稅(千) |
152,248
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158,593
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168,569
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8,801
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127,889
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135,741
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98,890
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131,670
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| 稅後純益(千) |
598,409
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-115,021 |
864,582
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122,416
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547,573
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592,494
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662,165
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720,234
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| 其他綜合損益(千) |
981,681
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917,051
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2,821,988
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-947,453 |
-747,312 |
-730,930 |
68,037
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151,737
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| 綜合損益(千) |
1,580,090
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802,030
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3,686,570
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-825,037 |
-199,739 |
-138,436 |
730,202
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871,971
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| 原始每股稅前盈餘(元) |
1.07
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0.06
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1.47
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0.19
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0.96
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1.03
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1.08
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1.25
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| 原始每股稅後盈餘(元) |
0.52
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-0.47 |
0.86
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0.16
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0.47
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0.48
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0.62
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0.73
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| 毛利率(%) |
18.52
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18.16
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19.33
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17.57
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18.88
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19.80
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22.60
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20.66
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| 營業利益率(%) |
12.13
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10.99
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11.49
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11.10
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11.00
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10.49
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12.98
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11.43
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| 稅後純益率(%) |
11.04
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-2.25 |
17.33
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2.58
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12.16
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13.19
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14.83
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16.93
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| 稅後權益報酬率(%) |
2.66
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-0.51 |
4.16
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0.62
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2.56
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2.60
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2.94
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3.36
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| 月營收 |
單月營收(千) |
累計營收(千) |
單月MoM |
單月YoY |
累計YoY |
累計稅前EPS |
備註 |
近3月營收(千) |
近3月年成長 |
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| 202605 |
1,973,145 |
9,444,548 |
-3.70 |
26.34
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23.22
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6,068,845
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28.93 |
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| 202604 |
2,049,007 |
7,471,403 |
0.11
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28.15
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22.43
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創歷史新高 |
5,693,410
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22.66 |
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| 202603 |
2,046,693 |
5,422,396 |
28.10
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32.35
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20.39
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1.03
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創歷史新高 |
5,422,396
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20.39 |
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| 202602 |
1,597,710 |
3,375,703 |
-10.14 |
6.79
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14.14
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5,166,425
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16.06 |
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| 202601 |
1,777,993 |
1,777,993 |
-0.71 |
21.68
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21.68
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5,220,558
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17.5 |
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| 202512 |
1,790,722 |
19,351,780 |
8.41
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19.86
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12.31
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2.59
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創近一年新高 |
5,110,699
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13.77 |
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| 202511 |
1,651,843 |
17,561,058 |
-0.98 |
11.03
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11.59
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5,016,833
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11.29 |
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| 202510 |
1,668,134 |
15,909,215 |
-1.69 |
10.46
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11.65
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4,987,982
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9.75 |
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| 202509 |
1,696,856 |
14,241,081 |
4.55
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12.39
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11.79
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2.53
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創近一年新高 |
4,990,147
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11.75 |
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| 202508 |
1,622,992 |
12,544,225 |
-2.83 |
6.45
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11.71
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4,879,681
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11.29 |
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| 202507 |
1,670,299 |
10,921,233 |
5.29
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16.71
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12.53
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創近一年新高 |
4,818,407
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12.74 |
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| 202506 |
1,586,390 |
9,250,934 |
1.58
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11.03
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11.81
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1.11
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4,747,063
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11.57 |
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| 202505 |
1,561,718 |
7,664,544 |
-2.33 |
10.44
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11.97
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4,707,144
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12.82 |
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| 券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
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| 9B00 |
台新 |
1764 |
3996 |
2232 |
9800 |
元大 |
-5844 |
9772 |
15616 |
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| 5850 |
統一 |
1435 |
2823 |
1388 |
9100 |
群益金鼎 |
-1982 |
1561 |
3543 |
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| 1470 |
台灣摩根士丹利 |
1333 |
2164 |
831 |
7000 |
兆豐 |
-471 |
774 |
1245 |
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| 1650 |
新加坡商瑞銀 |
1304 |
2251 |
947 |
8560 |
新光 |
-379 |
482 |
861 |
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| 1560 |
港商野村 |
1216 |
1472 |
256 |
8880 |
國泰 |
-358 |
1816 |
2174 |
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| 1440 |
美林 |
884 |
1314 |
430 |
1480 |
美商高盛 |
-287 |
1912 |
2199 |
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| 9200 |
凱基 |
556 |
6931 |
6375 |
8840 |
玉山 |
-167 |
770 |
937 |
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| 7790 |
國票 |
411 |
873 |
462 |
1030 |
土銀 |
-106 |
77 |
183 |
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| 9300 |
華南永昌 |
209 |
1546 |
1337 |
1020 |
合庫 |
-96 |
389 |
485 |
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| 6160 |
中國信託 |
128 |
562 |
434 |
5600 |
永興 |
-68 |
40 |
108 |
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| 個股TOP15買賣超券商籌碼統計(20日) |
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| 1日籌碼集中度 |
3.5 |
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10日籌碼集中度 |
3 |
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單日買賣超 |
1972 |
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| 5日籌碼集中度 |
-1.5 |
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20日籌碼集中度 |
0.3 |
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累計買賣超 |
159 |
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| 個股借券統計(20日) |
千張大戶統計(20週) |
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| 單日借賣張數 |
11430 |
借券餘額 |
19650 |
千張大戶戶數 |
59 |
大戶比例 |
73.7 |
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更新日期: |
2026/6/5 02:12 |
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